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HBK Sorce Advisory’s Progressive PGR Stock Holding History

HBK Sorce Advisory’s Portfolio PGR Stock Details PGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$811K Buy
3,810
+316
+9% +$63.7K 0.02% 292
2026
Q1 		$678K Buy
3,494
+90
+3% +$18.6K 0.01% 317
2025
Q4 		$689K Sell
3,404
-468
-12% -$106K 0.02% 297
2025
Q3 		$877K Sell
3,872
-75
-2% -$18.5K 0.02% 243
2025
Q2 		$1.05M Sell
3,947
-108
-3% -$29.6K 0.03% 217
2025
Q1 		$1.15M Sell
4,055
-25
-0.6% -$6.54K 0.03% 196
2024
Q4 		$978K Sell
4,080
-160
-4% -$40.3K 0.03% 215
2024
Q3 		$1.08M Sell
4,240
-60
-1% -$13.9K 0.03% 208
2024
Q2 		$893K Buy
4,300
+105
+3% +$22K 0.03% 222
2024
Q1 		$868K Buy
4,195
+259
+7% +$48.1K 0.03% 235
2023
Q4 		$627K Buy
3,936
+37
+0.9% +$5.79K 0.02% 278
2023
Q3 		$543K Buy
3,899
+544
+16% +$71.6K 0.02% 294
2023
Q2 		$444K Buy
3,355
+1,210
+56% +$162K 0.02% 360
2023
Q1 		$307K Buy
+2,145
New +$296K 0.01% 429
2014
Q4 		– Sell
-8,524
Closed -$215K – 205
2014
Q3 		$215K Buy
8,524
+20
+0.2% +$493 0.08% 173
2014
Q2 		$216K Sell
8,504
-62
-0.7% -$1.54K 0.08% 180
2014
Q1 		$207K Buy
8,566
+1,084
+14% +$26.3K 0.08% 180
2013
Q4 		$204K Sell
7,482
-708
-9% -$19.1K 0.07% 175
2013
Q3 		$223K Buy
+8,190
New +$212K 0.09% 153

Other funds holding PGR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

HBK Sorce Advisory's PGR Position: Q2 2026 in Review

HBK Sorce Advisory increased its Progressive (PGR) stake by 9% in Q2 2026, buying an estimated $63.7K and bringing the position to 3,810 shares worth $811K. The position accounts for 0.02% of the portfolio, ranked #292.

HBK Sorce Advisory first reported a position in PGR in Q3 2013 and has held it in 19 quarters since. The position peaked at $1.15M in Q1 2025. 1,049 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • HBK Sorce Advisory held 3,810 shares of Progressive worth $811K as of Q2 2026.
  • HBK Sorce Advisory bought 316 Progressive shares in Q2 2026, an estimated $63.7K.
  • Progressive made up 0.02% of HBK Sorce Advisory's portfolio in Q2 2026, its #292 holding.
  • HBK Sorce Advisory first reported a position in Progressive in Q3 2013 and has held it in 19 quarters since.
  • HBK Sorce Advisory's Progressive position peaked at $1.15M in Q1 2025.
  • 1,049 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.